Andrew (“Andy”) D.W. Hill and Jennifer R. Figurelli created the firm in January 2010, after working together for 10 years in the corporate trust banking industry with the purpose of providing clients with a fiduciary level of investment management and personal financial concierge services focused on keeping our clients organized and prepared. The firm’s growth is largely a result of providing the mass affluent client with solid investment returns coupled with personalized planning services focused on keeping our clients organized and prepared for their financial future.

Every client has a customized and actively managed investment portfolio that integrates environmental, social, and governance research integrated into the firm’s detailed fundamental and technical analysis.

Fidelity Institutional Wealth Services serves as the primary custodian of client accounts incorporating the industry’s leading technology.

Typical clients include professionals, retirees, senior citizens, trust beneficiaries, pension plans and captive insurance companies.

  •  The Partners have over 40 years of collective experience in the trust and  investment industry
  •  Registered Investment Advisory firm in Naples, Florida
  •  Customized investment management and financial concierge services
  •  High touch service without the “high end” fees
  •  Fees are typically 1.00% or less of assets under management
  •  Emphasis on Environmental, Social and Governance investing
  •  Fidelity Investments serves as firms third party custodian

 

PARTNERS Andrew (“Andy”) D.W. Hill and Jennifer R. Figurelli